https://gnosly.com/feed/diesel/Business Intelligence Console and Prediction Algorithms2619https://www.linkedin.com/in/roman-sheremeta-14972a50/Roman Sheremeta<p>Australia’s Minister for Climate Change and Energy, Chris Bowen, said the ban on russian fuel imports would remain in place to prevent Russia from receiving additional funds to finance its war against Ukraine</p>https://www.linkedin.com/in/roman-sheremeta-14972a50/0.00502026-10-10T15:33:05.809511+00:001linkedin.comenergyaustraliadiesel2438https://media.licdn.com/dms/image/v2/D5622AQEk3hSpx2XyHw/feedshare-image-high-res/B56aEmFpASIcAU-/0/1791640375552?e=1793232000&v=beta&t=X5SzGRZRL3NeeQpMIep_JwZ-caqQs_1ZjsL6QTLaa7IView image2026-10-10T15:33:06.307413+00:002610@JayinKyivJay in Kyiv<p>Source: Jay in Kyiv (X)</p>https://x.com/JayinKyiv/status/21086569671283589370.00502026-10-10T14:11:23.587664+00:002x.computintrumpdiesel2429https://pbs.twimg.com/media/HUN0Ve6XEAA7oag?format=jpg&name=smallImage2026-10-10T14:11:24.661030+00:002561<p>Pact between Washington and Moscow comes just weeks before critical US midterm elections</p>https://www.ft.com/content/84ca76fd-0eed-4fb6-aea4-f72638a9d9c80.00402026-10-10T05:13:14.591263+00:0012ft.computintrumpdiesel2556<p>President says deal essential to lower US fuel prices but move set to create fresh crisis with Ukraine and Nato allies.</p><p>Donald Trump was on a fresh collision course with the Ukrainian president, Volodymyr Zelenskyy, and European allies on Friday after a stunning agreement to buy Russian diesel, upending years of US and western pressure on the Kremlin to end its four-and-a-half year war against Ukraine. </p><p>In a move likely to create a fresh crisis with Washington’s Nato allies, Trump announced the deal with Putin on his Truth Social network, saying it was essential to reduce fuel prices in the US, which have soared as a result of his decision to go to war with Iran. </p><p>“I have just concluded a highly successful discussion with President Vladimir Putin, of Russia, wherein it was agreed that Russia will immediately supply over 300,000 Tons of Diesel Fuel to the American and Global Marketplace, another 500,000 Tons during the month of November, and 1,000,000 Tons immediately thereafter,” Trump wrote.</p>https://www.theguardian.com/us-news/2026/oct/09/trump-putin-russian-diesel-ukraine0.00352026-10-10T04:41:48.750271+00:0027theguardian.computintrumpdiesel2382IMAGE/media/content/2556/image.pngimage.pngpng2026-10-10T04:46:17.405892+00:002412@C_BarraudChristophe Barraud<p>Source: Christophe Barraud (X)</p>https://x.com/C_Barraud/status/21076875033983756870.00602026-10-07T16:11:00.195260+00:002x.comusheating-oildiesel2223https://pbs.twimg.com/media/HUACm4kXsAAJNum?format=png&name=smallImage2026-10-07T16:11:01.649410+00:002354Matthew Tan<p>Goldman: Diesel prices set to stay high through 2027 as refineries struggle to meet demand</p>https://www.cnbc.com/2026/10/06/diesel-oil-refinery-price-capacity-demand.html0.00402026-10-06T13:53:34.015071+00:0026cnbc.comgoldmanusdiesel2174https://image.cnbcfm.com/api/v1/image/108373013-1791266478874-gettyimages-2296179693-AFP_C97K8CE.jpeg?v=1791266489&w=240&h=180&vtcrop=yGoldman: Diesel prices set to stay high through 2027 as refineries struggle to meet demand2026-10-06T13:53:35.148515+00:002298@electrek.coelectrek.coFedEx believes $300M electric truck spend will save them $800M in dieselhttps://t.co/ZkcF9lIL5d0.004022972026-10-05T15:13:45.369824+00:002x.comfedexelectricdiesel2120https://pbs.twimg.com/card_img/2106837119595675648/58M80ZDw?format=jpg&name=small2026-10-05T15:13:46.287999+00:002132France has agreed to continue to coordinate actions to help energy supplies come out of the Strait of Hormuz, according to French President Emmanuel Macron, adding that G7 states intend to offer up to 100 million barrels of diesel and crude oil to each other over the next four months. “It has been agreed to continue coordinating actions to help facilitate the exit of shipments from the Strait of Hormuz,” Reuters reported Macron as saying. Macron said that G7 members had agreed that “no ban” will be placed on diesel exports between themselves. The remarks come as US President Trump announced that Europe had agreed to immediately release a “massive” stock of its diesel reserves.https://aje.news/qon8fe0.00602026-10-02T16:18:10.331682+00:005aljazeera.comdieselenergyg71933https://www.aljazeera.com/wp-content/uploads/2023/11/developing-1699362882.svgDeveloping2026-10-02T16:18:10.619771+00:002131Manuel RapaloThere are consequences, regardless of what happens here. At the heart of this, again, as we’ve talked about, diesel is the lifeblood of the US economy, and what’s at stake is affordability for average Americans. If Europe does not release additional reserves, there’s the obvious concern that the supply of diesel will remain very tight and prices will remain very high. But there are also consequences if the United States moves forward with an export ban, which could keep prices very high in Europe and disrupt the global fuel supply around the world. So this is a delicate matter for the Trump administration and the White House. They’re trying to keep the global supply of diesel high so that prices can stay low, and they’re trying to avoid a larger disruption to global energy markets.https://www.aljazeera.com/news/liveblog/2026/10/2/iran-war-live-us-moves-2000-marines-to-middle-east-tanker-hit-in-hormuz?update=50085760.00702026-10-02T16:14:34.521219+00:005aljazeera.comusenergydiesel1932https://www.aljazeera.com/wp-content/uploads/2026/01/dhtKcdB-_400x400-1-1767783527.jpg2026-10-02T16:14:35.115427+00:002123@TheCradleMediaThe Cradle<p>The European Union today "fully rejected" a US threat to ban diesel exports if European countries do not release more of their fuel reserves, European Commission spokesperson Anna-Kaisa Itkonen said. "A ban would not be beneficial to anyone. It would undermine our trust in the United States as a reliable partner," Itkonen said, according to Reuters. She added that the EU's Oil Coordination Group is scheduled to meet on 15 October, but could convene earlier if necessary. The European Commission said separately on Friday that EU diesel supplies remain stable for now, although prices remain high amid tight global markets. The bloc is also coordinating with the International Energy Agency over the release of oil stocks.</p>https://x.com/TheCradleMedia/status/21059792866161586330.00502026-10-02T12:04:55.026938+00:002x.comeuenergydiesel1926https://pbs.twimg.com/media/HTnw--HXAAEekvX?format=jpg&name=smallImage2026-10-02T12:04:56.078509+00:002114<p><span style="color: rgb(0, 0, 0); background-color: rgb(255, 255, 0);">EU Commissioner for Energy Dan Jorgensen said on Friday that the bloc is discussing with all IEA members, not just the United States, when to release diesel.</span></p><p><span style="color: rgb(0, 0, 0); background-color: rgb(255, 255, 0);">Data published by the European Commission showed that 12 EU member states have recorded new all-time highs for diesel prices, including Italy, Belgium, Romania and Poland, since the beginning of the US war on Iran.</span></p>https://aje.news/qon8fe0.00402026-10-02T07:24:09.265691+00:005aljazeera.comdiesel2089@JavierBlasJavier Blas<p>Europe is finding itself sandwiched from all sides when it comes to refined products — diesel in particular (some of the damage is due to the US-Iran war; some is due to Ukraine-Russia; some is due to China, and a lot is self-inflicted). Policy response: Head in the sand.</p>https://x.com/JavierBlas/status/21057369800721533280.003520882026-10-02T04:20:52.065607+00:002x.comeuropepolicydiesel2088@BjornLomborgBjorn Lomborg<p>Self-inflicted: Europe closed 30 refineries 2009-24. Now diesel is record-high compared to oil prices </p>https://x.com/BjornLomborg/status/21057369800721533280.003520892026-10-02T04:20:51.614607+00:002x.comrefineriesenergydiesel1893https://pbs.twimg.com/media/HTkT0M7XEAAjet0?format=png&name=smallImage2026-10-02T04:20:52.033001+00:002082Following a reported US threat to ban diesel exports, a White House official has told Al Jazeera that it was in Europe’s best interests to work with Washington as they pursue multiple pathways to boost the supply of refined products and lowers costs for consumers. The official explained that they work every day for weeks, for months on this issue. I think you’ll see them [diesel prices] move meaningfully down in the coming weeks and days, and we’ll have some announcements about that, the source said. We’re tight on diesel because we’ve lost diesel exports from Russia … some diesel exports from the Middle East, although we’re restoring those, and we’ve lost diesel exports from China. So, that’s a lot of interruptions. But American refiners are running at record highs, adding that announcements from Europe about new supplies will also push prices down. Germany’s Economy Ministry said on Thursday that it had not been asked by the International Energy Agency to release parts of the nation’s strategic oil.https://aje.news/ckzmrg?update=50052810.00502026-10-01T16:00:59.333982+00:005aljazeera.comusdieseleurope2072@MagellanQuestMagellanQuest<p>Where does Europe keep its emergency diesel? 🇫🇷 France: 8.2M tonnes 🇩🇪 Germany: 5.6M tonnes Together: ~35% of the EU’s entire strategic diesel reserve. Total EU stockpile: ~39M tonnes. Europe’s energy security has a surprisingly concentrated geography.</p>https://x.com/MagellanQuest/status/21055704774186316190.00402026-10-01T15:36:49.053943+00:002x.comeuropeenergydiesel1887https://pbs.twimg.com/media/HTh9JQcXsAAKzHP?format=jpg&name=smallImage2026-10-01T15:36:49.506543+00:002071@stats_feedWorld of Statistics<p>⛽️ Retail Diesel Price per gallon 🇩🇪 Germany: $10.4 🇺🇸 USA: $6.38 🇷🇺 Russia: $3.67</p>https://x.com/stats_feed/status/21053414023476102050.00602026-10-01T15:30:09.561989+00:002x.compricesstatisticsdiesel1886IMAGE/media/content/2071/image.pngimage.pngpng2026-10-01T15:31:14.138875+00:002062The average price of diesel in Europe has hit an all time high of 2.24 euros ($2.53) per litre, according to EU commission data. European airlines are facing challenges due to supply difficulties and dealing with the increase in fuel costs. Since the US-Israeli war on Iran, gasoline and diesel prices have rocketed due to decreases in supply and pauses in refining.https://aje.news/ckzmrg?update=50046010.00702026-10-01T12:36:06.665641+00:005aljazeera.comeuropeeconomydiesel1871https://cf-images.eu-west-1.prod.boltdns.net/v1/static/665003303001/cea20b83-bed6-4432-ab4b-7578418d12e7/83a28051-939e-4e49-86c1-a07d0d3d015f/1920x1080/match/image.jpg2026-10-01T12:36:07.941218+00:002047@MarioNawfalMario Nawfal<p>Washington wants Europe to release its emergency diesel stockpiles, and France and Germany hold more than a third of them. France holds 8.2 million tons and Germany 5.6 million, together about 35% of the EU's strategic diesel reserves, according to the latest EU data. U.S. officials say both countries have fallen short of promises made in March to release oil stocks and help offset the supply shock from the Iran war. Diesel prices have hit record or near-record highs in several markets, including Europe, hammering trucking, farming and industry. The EU says it hasn't decided whether to release more and wants to keep some in reserve in case things get worse. Awkward timing, since Europe now leans heavily on American diesel imports, and Trump has backed banning them altogether. Source: Reuters / Writer: Julie</p>https://x.com/MarioNawfal/status/21055797232333295460.00702026-10-01T10:22:07.461940+00:002x.comeuenergydiesel1850https://pbs.twimg.com/media/HTiBXJ7WUAAJucJ?format=jpg&name=smallImage2026-10-01T10:22:07.710034+00:002034https://www.linkedin.com/in/muhammad-ali-asghar/Ali Asghar, CFA<p>When diesel wheezes, the economy sneezes.Oil gets the headlines but diesel is where the economic stress is building.The key signal is the crack spread - the margin between crude oil and refined products. And right now, diesel is moving like it's on crack itself. Literally.In the US, diesel has already reached $6.53 a gallon, more than 70% above pre-war levels. Europe is more vulnerable still: diesel represents over 40% of petroleum consumption - roughly twice the US share. In the UK, prices are edging towards £2 per litre.This is not simply an energy-market story. Diesel is the fuel of the real economy: the lorries that stock shelves, the tractors that produce food, the ships that move trade and the machinery that keeps industry running.When diesel cracks widen this sharply, the effects do not stay at the pump. They cascade through freight costs, food inflation, farm profitability, construction and manufacturing - often well before households notice a change in petrol prices.Supply is tight from every direction. Russia is withholding product. Refinery disruption and geopolitical risk are constraining output. And export restrictions, while politically tempting, could make an already difficult market tighter still.There is no quick fix. But one conclusion is clear:Treating diesel as a by-product of crude is becoming an increasingly expensive mistake.</p>https://www.linkedin.com/posts/muhammad-ali-asghar_when-diesel-wheezes-the-economy-sneezes-share-7511163292506050560-OlZp/0.00702026-10-01T07:11:25.915200+00:001linkedin.comoileconomydiesel1834https://media.licdn.com/dms/image/v2/D4E22AQEzpW6Omq8tqQ/feedshare-shrink_160/B4EaD0DNmCIcAo-/0/1790800878209?e=1792627200&v=beta&t=eADW2KHdch23izRDEBQqnN7AqPJ1HKgd7jWTtZxsyHEView image2026-10-01T07:11:27.196958+00:002032@johnrhangerJohn Raymond Hanger China's diesel consumption fell ~12% in H1 2026. Gasoline demand dropped ~8%. EV truck sales grow faster than EV auto sales in China! US diesel truck pays ~$101 to go 200 kilometers, while an EV truck in China pays $21! Energy security drives EV. https://bloomberg.com/news/features/2026-09-29/eighteen-wheeler-e-trucks-are-china-s-answer-to-soaring-global-diesel-priceshttps://x.com/johnrhanger/status/21052903208922727800.00502026-10-01T07:03:06.212156+00:002x.comenergy-securityevdiesel1830https://pbs.twimg.com/media/HTd72gmWQAECNY9?format=png&name=smallImage2026-10-01T07:03:06.432488+00:002007@carlquintanillaCarl Quintanilla(FT) - Diesel prices will not return to normal for more than a year, according to US oil and gas executives surveyed by the Federal Reserve Bank of Dallas. @FT $CRAK https://ft.com/content/0d74d66a-a9ee-4c22-83ab-9df6452117de?syn-25a6b1a6=1https://x.com/carlquintanilla/status/21053390776421254930.00502026-10-01T04:20:40.515431+00:002x.comftoildiesel1806https://pbs.twimg.com/media/HTequ6JXoAACgdr?format=jpg&name=smallImage2026-10-01T04:20:40.931398+00:001999@denverbitcoinAdamDiesel prices always tend to land $70-$100 per barrel above crude prices. But recently diesel has been WAY higher. Like today it’s $170 higher per barrel at nearly $300 🤯 Diesel prices are harshly felt by consumers as such a high % of freight ton-miles operate on diesel.https://x.com/denverbitcoin/status/21053466718488619000.00502026-09-30T19:24:07.130972+00:002x.compricesfreightdiesel1799https://pbs.twimg.com/media/HTexo8PbQAA3q0x?format=jpg&name=smallImage2026-09-30T19:24:07.425352+00:001990@OilHeadlineNewsEnergy Headline NewsDiesel crack spread soars to $110https://x.com/OilHeadlineNews/status/21053115206996091840.00402026-09-30T16:08:28.732058+00:002x.comcrack-spreadenergydiesel1789https://pbs.twimg.com/media/HTeRq7bWYAANZLv?format=jpg&name=smallImage2026-09-30T16:08:29.237787+00:001844@SPGEnergyOilOil by S&P Global Energy<p>US diesel export ban would cut US prices but raise them in Europe: Goldman Sachs Goldman predicts 4% US diesel price decline European wholesale costs rise 2% initially Full storage tanks push gasoline up 30 cents https://okt.to/alzu4R</p>https://x.com/SPGEnergyOil/status/21043876350913007610.00502026-09-28T06:13:29.415664+00:002x.comgasolinegoldman-sachsdiesel1623https://pbs.twimg.com/media/HTRJZw-XYAA2WWf?format=png&name=smallImage2026-09-28T06:13:31.160552+00:001836@anasalhajjiAnas AlhajjiDiesel Crisis Deepens: Crude Builds, Products Plunge as Refineries Cut Runs — and a 90-Day Export Ban Looms Link:https://x.com/anasalhajji/status/21028771502779966560.00402026-09-28T04:29:36.785786+00:002x.comcrisisrefineriesdiesel1615IMAGE/media/content/1836/g-20260928-diesel-crisis.pngg-20260928-diesel-crisis.pngpng2026-09-28T04:50:38.346737+00:001810https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi LetterGlobal oil markets are facing a historic loss of diesel supply:Diesel supply from the Middle East dropped by -835,000 barrels per day on average between March and August 2026 compared to the same period in 2025, according to Vortexa estimates.At the same time, Russian diesel supply fell -377,000 barrels per day.Meanwhile, Kpler estimates diesel supply was down -750,000 barrels per day in the Middle East over the same period and -361,000 barrels per day in Russia, while Energy Aspects estimates declines of -733,000 and -307,000 barrels per day, respectively.This puts the average estimated diesel supply loss at -772,667 barrels per day in the Middle East and -348,333 barrels per day in Russia, or -1.1 million combined.Furthermore, Russian diesel supply plunged -615,000 barrels per day YoY on average in July and August, following Russia's diesel-export ban.The global diesel market crisis is deepening.https://www.linkedin.com/company/the-kobeissi-letter/0.00602026-09-27T10:05:44.480951+00:001linkedin.commarketoildiesel1586https://media.licdn.com/dms/image/v2/D4D22AQHxilaIaQtrwA/feedshare-shrink_160/B4DaDbCA7fJEAk-/0/1790381134027?e=1792022400&v=beta&t=B_e_ZYmrJzGRgrM6jfAVHvAeHlY8WRA6HylKMxnzKn4View image2026-09-27T10:05:44.809850+00:001762@kurtsaltrichterKurt S. Altrichter, CRPS®Diesel just hit a record $6.53 a gallon, up 77% in a year. Contract truck rates are back to $3.11 a mile, the highest since 2022, and a Shanghai-to-LA container runs $8,102. Almost everything you buy rides on that freight, so the cost lands in your cart. This is a supply shock, not inflation. A war spiked diesel and the trucker pool got thinner. The Fed cannot print fuel or a driver, so this clears when supply returns. Higher rates do nothing to speed it up.https://x.com/kurtsaltrichter/status/21039990634105778220.00502026-09-27T05:05:15.696940+00:002x.comsupply-shocktransportdiesel1536https://pbs.twimg.com/media/HTLn_7bXAAA2m9X?format=jpg&name=smallImage2026-09-27T05:05:16.116952+00:001711@Rory_JohnstonRory JohnstonDiesel crack spread (i.e., refining margin) down more than $20/bbl this week. (NYMEX diesel vs Brent, USD/bbl)https://x.com/Rory_Johnston/status/21035355457039033400.00402026-09-26T07:34:03.918272+00:002x.comrefiningnymexdiesel1496IMAGE/media/content/1711/image.pngimage.pngpng2026-09-26T07:34:21.588422+00:001696@robin_j_brooksRobin BrooksA US export ban on diesel would be really bad news for all of Latin America. Mexico (MX) would be hardest hit, but Chile (CL), Peru (PE), Ecuador (EC), Brazil (BR) and Argentina (AR) are all vulnerable. Diesel prices would spike, hitting everyone hard... https://robinjbrooks.substack.com/p/will-there-b e-an-export-ban-on-diesel…https://x.com/robin_j_brooks/status/21034553133663233370.00502026-09-26T07:15:05.806629+00:002x.comexport-banlatin-americadiesel1486https://pbs.twimg.com/media/HTD49AWW4AAI-DZ?format=png&name=smallImage2026-09-26T07:15:06.040673+00:001695@KobeissiLetterThe Kobeissi LetterGlobal oil markets are facing a historic loss of diesel supply: Diesel supply from the Middle East dropped by -835,000 barrels per day on average between March and August 2026 compared to the same period in 2025, according to Vortexa estimates. At the same time, Russian diesel supply fell -377,000 barrels per day. Meanwhile, Kpler estimates diesel supply was down -750,000 barrels per day in the Middle East over the same period and -361,000 barrels per day in Russia, while Energy Aspects estimates declines of -733,000 and -307,000 barrels per day, respectively. This puts the average estimated diesel supply loss at -772,667 barrels per day in the Middle East and -348,333 barrels per day in Russia, or -1.1 million combined. Furthermore, Russian diesel supply plunged -615,000 barrels per day YoY on average in July and August, following Russia's diesel-export ban. The global diesel market crisis is deepening.https://x.com/KobeissiLetter/status/21036157560722886330.00502026-09-26T07:14:11.373268+00:002x.commarketsoildiesel1485https://pbs.twimg.com/media/HTES_fsXQAAiHlv?format=jpg&name=smallImage2026-09-26T07:14:11.624696+00:001693@steve_hankeSteve HankeThe global market for diesel fuel is being SQUEEZED FROM ALL SIDES. Russian refinery output has PLUNGED 30% in the past year. Middle Eastern diesel exports have fallen to ~25% of prewar levels, and China’s independent refiners have cut production to a NINE-YEAR LOW. STAY LONG DIESEL.https://x.com/steve_hanke/status/21034746012842069100.00502026-09-26T07:13:26.605972+00:002x.commarketenergydiesel1483https://pbs.twimg.com/media/HTBxsCSXUAAK3DZ?format=jpg&name=smallImage2026-09-26T07:13:26.990506+00:001691@SPGEnergyOilOil by S&P Global EnergyThe discussion around a potential U.S. diesel export ban has picked up steam recently, but the real question isn't whether exports could be restricted. It's what happens next. In today's interconnected fuels market, changes aimed at solving one problem can create unexpected impacts elsewhere. From refinery operations and fuel balances to international trade flows, the effects would reach far beyond diesel alone. Our latest briefing examines the potential market consequences and highlights why understanding the full system matters when evaluating policy options. It's a fascinating example of how closely linked global energy markets have become. Worth a read for anyone following fuels, refining, transportation, or energy policy. Source: How a US diesel export ban could impact the refining market - September 2026. https://okt.to/wblmMehttps://x.com/SPGEnergyOil/status/21035546531954933760.00602026-09-26T07:10:18.205750+00:002x.comrefiningenergydiesel1480https://pbs.twimg.com/media/HTFTz1AW0AA1DDT?format=png&name=smallImage2026-09-26T07:10:18.409457+00:001690@SzczesniakAAndrzej SzczęśniakTranslated from Polish America first cut Europe off from Russian oil and diesel. Then the USA provoked a war that cut Europe off from its largest export sources of diesel and heating fuel—the Gulf. Now Trump is imposing a diesel export ban from America, which will cut the EU off from half of its imports. MASTERY!https://x.com/SzczesniakA/status/21035604670502875090.00502026-09-26T07:09:29.271265+00:002x.comeuropeamericadiesel1539@IFM_EconomistAlex JoinerAustralia is uniquely exposed to this diesel price shock given our reliance on imported product which is by far the highest in the world, not as a % of GDP or per capita but outright. This comes as other countries have scaled back imports and Australia's have accelerated due in part to refinery closures.https://x.com/IFM_Economist/status/21029663899466756970.00402026-09-24T07:13:27.789833+00:002x.comeconomicsaustraliadiesel1346https://pbs.twimg.com/media/HS8LQaGasAAYfu-?format=jpg&name=smallImage2026-09-24T07:13:28.218986+00:001527@DanielPalkenDaniel PalkenA lot of talk right now about diesel prices. Our new U.S. energy data platform was updated *today* to show the price spread between diesel and gasoline at weekly resolution, with latest EIA data incorporated as soon as it drops.https://x.com/DanielPalken/status/21028724918279045500.00402026-09-24T06:02:21.492836+00:002x.comdataenergydiesel1337https://pbs.twimg.com/media/HS7kB7iW8AAnIkP?format=jpg&name=smallImage2026-09-24T06:02:22.557412+00:001425@RhoRiderRhoRiderThese are top destinations for US diesel exports. Netherlands is the importer for EU…they’ve largely replaced Russian fuel with US. With current shortages, every country is already running near max refining capacity…with one exception: China Despite easing some fuel export restrictions, China has not yet ramped refineries to full capacity (likely to help keep crude prices down) But now the world is backed into a corner. If US restricts Diesel exports, China must step in to fill the gap by increasing refining capacity. This will force crude to rise. If they don’t ramp up, Europe and much of the rest the world could literally run out of fuel very quicklyhttps://x.com/RhoRider/status/21025768675178865960.00502026-09-23T06:45:50.588191+00:002x.comexportsrefineriesdiesel1245IMAGE/media/content/1425/image.pngimage.pngpng2026-09-23T06:51:59.341776+00:001396@T_Mason_HMason HamiltonOf the 8 million barrels of diesel traded globally by sea each day, the U.S. supplies about 1.5 million of them — about 20%. An export ban would remove the single largest source of global diesel from the market, and the consequences could be catastrophic.https://x.com/T_Mason_H/status/21025022668006281130.00502026-09-23T05:22:34.771240+00:002x.comexportsenergydiesel1224https://pbs.twimg.com/media/HS2Wp0WWEAAPrMu?format=jpg&name=smallImage2026-09-23T05:22:35.512983+00:001360@jackprandelliJack PrandelliDiesel has completely decoupled from crude. Since the strike on Iran in late February, low-sulphur gasoil went from tracking Brent almost 1:1 to trading at nearly double it now above $200/barrel equivalent while Brent sits around $110. Crude got cheaper through the summer; diesel never really followed it down and it's now ripping higher again into autumn. image source: FT https://themerchantsnews.substack.com/p/if-china-refines-the-world-out-of?r=tf0g2…https://x.com/jackprandelli/status/21018979180433082720.00502026-09-22T06:01:34.754434+00:002x.comcrudeenergydiesel1192https://pbs.twimg.com/media/HStw584bMAE-UzO?format=jpg&name=smallImage2026-09-22T06:01:35.675870+00:001304@BurggrabenHAlexander StahelChart of the decade (to use Javier's terminology for once): Global diesel & gasoil seaborne exports yoy in kbpd. @JavierBlashttps://x.com/BurggrabenH/status/21019667338462210690.00502026-09-21T11:41:18.751950+00:002x.comexportsgasoildiesel1150https://pbs.twimg.com/media/HSuvboaWkAAsw1l?format=jpg&name=smallImage2026-09-21T11:41:19.738142+00:001284@SissiBellomoSissi BellomoDiesel prices pulled away from crude oil Via @FThttps://x.com/SissiBellomo/status/21017429754998621560.00402026-09-21T04:09:54.365882+00:002x.compricesoildiesel1133https://pbs.twimg.com/media/HSrkGEbW4AANUQk?format=jpg&name=smallImage2026-09-21T04:09:56.807462+00:001280@ChuckGrassleyChuck GrassleyW diesel $6.57 in Iowa why doesn’t Pres Trump put an embargo on diesel exports like presidents in the 70s put embargoes on ag products bc food prices were inflated. High diesel prices ARE KILLING FARMERS INCOMEhttps://x.com/ChuckGrassley/status/21014788562007574790.00402026-09-20T20:03:00.911055+00:002x.comsoybeanwatchdieselcornwatch1062@TOzgokmen471TODIESEL IMPACT (grok): 1.2 billion people are significantly affected 3.5 billion people are somewhat affected You would not know that from Warsh's talk yesterday, would you?https://x.com/TOzgokmen/status/21007464430949869820.00502026-09-18T16:20:59.896928+00:002x.comwarshimpactdiesel890https://pbs.twimg.com/media/HSdYo75XYAAYTz2?format=jpg&name=smallImage2026-09-18T16:21:00.138707+00:001059https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi LetterBREAKING: Exxon Mobil has shut down one of the largest diesel refineries in the Midwest, which produces ~11 million gallons of gasoline and diesel fuel per day, due to outage issues.This comes as diesel prices have already surged nearly 90% this year and the US has entered peak diesel demand season.We expect to see diesel prices push toward $7.00/gallon.https://www.linkedin.com/feed/0.00702026-09-18T16:18:13.851576+00:001linkedin.comexxon-mobilenergydiesel888https://media.licdn.com/dms/image/v2/D4E0BAQG97yk_RNWUoA/company-logo_100_100/company-logo_100_100/0/1731685993750?e=1791417600&v=beta&t=ynVZJrcbOXqRaM8BH9BkD1x-e68Ppj9f7kd6JlZNuBIView company: The Kobeissi Letter2026-09-18T16:18:14.086617+00:001050https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi LetterBREAKING: US diesel prices hit another fresh record high of $6.45/gallon, now up 40 cents over the last week.This puts diesel prices up +$1.00/gallon over the last month and +84% since January.In California, the average price of diesel is up to $8.40/gallon, the highest ever recorded average sales price in the US.Market expectations for an October rate hike have hit a new high.https://www.linkedin.com/feed/?highlightedUpdateUrn=urn:li:activity:75067095239283220490.00602026-09-18T15:56:24.020147+00:001linkedin.compricesrecorddiesel879https://media.licdn.com/dms/image/v2/D4E0BAQG97yk_RNWUoA/company-logo_100_100/company-logo_100_100/0/1731685993750?e=1791417600&v=beta&t=ynVZJrcbOXqRaM8BH9BkD1x-e68Ppj9f7kd6JlZNuBIView company: The Kobeissi Letter2026-09-18T15:56:26.337027+00:00999@KobeissiLetterThe Kobeissi LetterBREAKING: Exxon Mobil has shut down one of the largest diesel refineries in the Midwest, which produces ~11 million gallons of gasoline and diesel fuel per day, due to outage issues. This comes as diesel prices have already surged nearly 90% this year and the US has entered peak diesel demand season. We expect to see diesel prices push toward $7.00/gallon.https://x.com/KobeissiLetter/status/21007958356885877590.00502026-09-18T04:12:49.034005+00:002x.comexxonmobilenergydiesel985@HormuzLetterThe Hormuz LetterBREAKING: US stations are running out of diesel. Stations in North Texas are now posting "OUT" on their diesel signs, and an Orlando, Florida station has blanked its diesel price to 0.00 with the pump dry today. California stations already began posting "out of diesel" signs on Sunday, with the national average at a record $6.31 a gallon.https://x.com/HormuzLetter/status/21003927467457333640.00502026-09-17T19:23:15.650791+00:002x.comusbreakingdiesel834https://pbs.twimg.com/media/HSYSQ17XcAAZKRb?format=jpg&name=smallImage2026-09-17T19:23:15.861480+00:00835https://pbs.twimg.com/media/HSYSQ2GXYAA1RL_?format=jpg&name=smallImage2026-09-17T19:23:15.879549+00:00906@KobeissiLetterThe Kobeissi LetterBREAKING: US diesel prices officially rise to a new record of $6.40/gallon, now up over +88% in 9 months. Truck drivers are now paying $3.00 more per gallon for diesel than they were in January in the midst of peak demand season. The average gas price in the US is now up to $4.44/gallon, ~13% away from a new record high. Market expectations for additional rate hikes are rising.https://x.com/KobeissiLetter/status/21005295280785776720.00502026-09-17T15:27:31.442610+00:002x.compricesusdiesel883https://www.linkedin.com/company/the-kobeissi-letter/The Kobeissi LetterBREAKING: US diesel prices officially rise to a new record $6.26/gallon, now up over +80% in 9 months.Truck drivers are now paying nearly $3.00 more per gallon for diesel than they were in January.This has pushed average gas prices in California, one of the most expensive states for gas, above $6.00/gallon.Amid the move, expectations of a rate hike tomorrow have hit a new high.https://www.linkedin.com/company/the-kobeissi-letter/0.00702026-09-17T15:08:07.259810+00:001linkedin.compricestransportationdiesel757https://media.licdn.com/dms/image/v2/D4E0BAQG97yk_RNWUoA/company-logo_100_100/company-logo_100_100/0/1731685993750?e=1791417600&v=beta&t=ynVZJrcbOXqRaM8BH9BkD1x-e68Ppj9f7kd6JlZNuBIView company: The Kobeissi Letter2026-09-17T15:08:07.536262+00:00758https://media.licdn.com/dms/image/v2/C4D03AQFsGtgZZnddxA/profile-displayphoto-shrink_100_100/profile-displayphoto-shrink_100_100/0/1548324266195?e=1791417600&v=beta&t=1fLm1GkAfosARkHh9T_lUU5tQrPZ3o_30h148pWOcDc2026-09-17T15:08:07.621876+00:00865@HormuzLetterThe Hormuz LetterBREAKING: US stations are running out of diesel. Stations in North Texas are now posting "OUT" on their diesel signs, and an Orlando, Florida station has blanked its diesel price to 0.00 with the pump dry today. California stations already began posting "out of diesel" signs on Sunday, with the national average at a record $6.31 a gallon.https://x.com/HormuzLetter/status/21003927467457333640.00502026-09-17T07:13:57.689792+00:002x.comusenergydiesel744https://pbs.twimg.com/media/HSYSQ17XcAAZKRb?format=jpg&name=360x360Image2026-09-17T07:13:59.389484+00:00745https://pbs.twimg.com/media/HSYSQ2GXYAA1RL_?format=jpg&name=360x360Image2026-09-17T07:13:59.422032+00:00821@BenWatsonCSBen Watson, ABFP®The Crack (spread) is widening again... The 3-2-1 Crack Spread, representing refining margins, is increasing again. Downstream (At-The-Pump) prices likely on the rise. Less of a correlation to #CrudeOil(/CL) than to #Diesel(/HO)* *Proxy for refined diesel Limited refining capacity Limited refining capacity + High Demand = Higher Prices And the refiners have deferred maintenance to keep cracking at these margins. But deferred maintenance can lead to fires and long downtimes, further limiting refining capacity. @SchwabNetwork @SchwabTrading #SchwabCoachinghttps://x.com/BenWatsonCS/status/21002182846879621730.00702026-09-16T15:04:04.168642+00:002x.comschwabcoachingcrudeoildiesel705https://pbs.twimg.com/media/HSV3uhCasAAILoQ?format=png&name=smallImage2026-09-16T15:04:04.644197+00:00820@HormuzLetterThe Hormuz LetterBREAKING: The US is considering a ban on US diesel exports, with Senate Majority Leader John Thune telling reporters that "if we have the supply in this country and we're exporting it right now that might be one way of getting at it." The US is the world's largest diesel exporter, at around 1.7 million barrels per day, mostly to Latin America and Europe, and Russia, the second largest, has already halted exports. A US ban would take the last large diesel exporter off a market where diesel in Germany has already reached €2.80 a liter this morning.https://x.com/HormuzLetter/status/21002091654655345080.00402026-09-16T15:02:49.268958+00:002x.comusexportsdiesel778@TomKlozaTom KlozaThe next 24 hours will see staggering increases at the pump for both gasoline & diesel. Fuel margins have yet to catch up with previous wholesale hikes. Watch for huge increases in Great Lakes and Rocky Mountain states in particular.https://x.com/TomKloza/status/20999272245603123320.00402026-09-16T06:18:01.197516+00:002x.comgasolinefueldiesel446https://www.linkedin.com/in/david-william-scott-fsci-7a75064/David William Scott FSCIAs of the 1st March 2026, I have joined the simply fabulous team at Williams IM. (info@williams-im.com - 01423 705123). Personal and individual investment management and financial advice all in one place. Diesel hits record high as supply squeeze fuels inflation fears US diesel prices have climbed to a record $5.85 a gallon, with analysts warning that costs could rise further as seasonal demand builds. Northern Hemisphere harvesting and preparations for planting in the Southern Hemisphere are increasing pressure on supplies, while distillate inventories, including diesel and heating oil, averaged their lowest August level since 1982. Prices have now risen 55% since the US/Iran war began in late February. Although most American motorists fill up with gasoline, diesel remains vital for trucks and delivery vehicles, meaning higher costs are likely to feed through into freight charges and broader inflation. The squeeze is also being felt in Europe, where stocks remain exceptionally tight amid refinery constraints, low inventories, damage to Russian refineries and disruption to crude oil and product flows through the Strait of Hormuz. The UK imports around 50–70% of its annual 20–25mtpa diesel requirement from overseas refineries, with about 18% historically sourced from Russia before the Ukraine war.https://www.linkedin.com/in/david-william-scott-fsci-7a75064/0.00602026-09-06T14:28:42.437122+00:001linkedin.cominvestmentfinancediesel410https://media.licdn.com/dms/image/v2/D4E22AQHWLScS6rrFGA/feedshare-shrink_800/B4EaBsHCzAKYAg-/0/1788520181291?e=1790208000&v=beta&t=QYKNJh_Ceo1TfAPtnR_lciuYowZkSGb6Jb7WNJmCzm4View image2026-09-06T14:28:42.685957+00:00372@MarioNawfalMario Nawfal🇺🇸 🇮🇷 U.S. diesel prices have hit a record $5.85 per gallon, surpassing the previous peak from June 2022 as war continues to squeeze global fuel supplies. The pressure is coming from both directions: refined fuel shipments through the Strait of Hormuz have been disrupted, while Russia extended its diesel export ban after Ukrainian strikes on its refineries. For the Fed, record diesel prices are another inflation headache, raising costs across the economy just as it prepares for its September rate decision. What begins on a foreign battlefield quickly lands in Americans' pocketbooks... Source: Bloomberg / Writer: Mhedihttps://x.com/MarioNawfal/status/20958392903414377990.00602026-09-04T12:54:20.328763+00:002x.cominflationfueldiesel343https://pbs.twimg.com/media/HRXYEtcXQAIUCVe?format=jpg&name=smallImage2026-09-04T12:54:20.578045+00:00344https://pbs.twimg.com/media/HRXYE7eW8AEks1e?format=jpg&name=smallImage2026-09-04T12:54:20.602491+00:00345https://pbs.twimg.com/media/HRXYFN3WYAMf_3Y?format=jpg&name=smallImage2026-09-04T12:54:20.621654+00:00368@BarchartBarchartDiesel jumped to its highest price in history yesterday 📈 📈https://x.com/Barchart/status/20957197974890582140.00402026-09-04T12:30:57.505695+00:002x.comhistorypricediesel340https://pbs.twimg.com/media/HRV-CIOWoAQuJGw?format=jpg&name=smallImage2026-09-04T12:30:57.801540+00:00312https://www.linkedin.com/company/the-kobeissi-letter/posts/The Kobeissi LetterThe diesel market is facing a major supply shortage.The US diesel refining margin is up to a record $106/barrel, surpassing $100 for the first time.This is a key measure of how much refiners can potentially earn from turning a barrel of crude oil into diesel, with wider margins signaling tighter diesel supplies and higher refining profits.Diesel refining margins have more than tripled since February.By comparison, during the 2022 energy crisis, this metric peaked at ~$85/barrel.The surge reflects a severe shortage of global diesel supplies amid the Iran War.As a result, US diesel inventories are down to 103.4 million barrels, their lowest on record for this time of year, while retail diesel prices are up to $5.78 per gallon, just 4 cents from their all-time high set in June 2022.The global fuel shortage is becoming far more severe than the crude oil market alone suggests.https://www.linkedin.com/company/the-kobeissi-letter/posts/0.00602026-09-04T05:27:54.976422+00:001linkedin.comrefiningenergydiesel290https://media.licdn.com/dms/image/v2/D4E22AQHrSlupt_MkDw/feedshare-shrink_800/B4EaBpPx6EGoAo-/0/1788472139655?e=1790208000&v=beta&t=QDtoZ6vZoMKSc5-JDSpzPbk-WS3RZ-fVvog1nW6xqfMView image2026-09-04T05:27:55.193825+00:00137@DarioCpxJustDarioDiesel prices are already hinting to what's going to happen soon, likely next week after monthly Brent futures settlement, to crude oil prices - not a coincidence that next week Trump summoned oil refiners and fuel distributors to the White Househttps://x.com/DarioCpx/status/20934048327070845060.00402026-08-29T05:56:58.840811+00:002x.comoildiesel142https://pbs.twimg.com/media/HQ1EmTaWQAAI2lQ?format=png&name=smallImage2026-08-29T05:56:59.031897+00:00120@ekwufinanceLukas EkwuemeUS diesel inventories are at their lowest seasonal level in history... while diesel refinery margins are near historic highs. Meanwhile: - Hormuz is still closed - The peace deal is fake - Drones/missiles are still flying We might have a SPR for crude... But we have none forhttps://x.com/ekwufinance/status/20929882834415862670.00402026-08-27T17:39:20.592396+00:002x.comrefineryenergydiesel127https://pbs.twimg.com/media/HQvJwEHWUAA7oIW?format=jpg&name=smallImage2026-08-27T17:39:20.894275+00:0092@BarchartBarchartU.S. Diesel inventory falls to lowest seasonal level in historyhttps://x.com/Barchart/status/20928235846872109380.00402026-08-27T12:51:45.681546+00:002x.comhistoryinventorydiesel86https://pbs.twimg.com/media/HQsz8X4XsAA1lKB?format=png&name=smallImage2026-08-27T12:51:46.005493+00:0085@tmad.newstmad.newsTMAD Commodities: US Diesel Stockpiles Hit Record Lowhttps://t.co/UpTJZ60NDr0.0055842026-08-27T09:15:18.346834+00:002x.comnewscommoditiesdiesel79https://pbs.twimg.com/card_img/2092880817231917056/vCx7ZNOK?format=jpg&name=small2026-08-27T09:15:18.827630+00:0084@LiathetraderLia the TraderHere's how this connects Strait of Hormuz closure → Middle Eastern refined products choked off. Ukrainian strikes on Russian refineries → European buyers lose another source. European buyers flood U.S. markets → American supply becomes the global backstop. Diesel inventories hit record lows → right before winter heating demand peaks. EUR/USD breaks down → Gold and Silver take the hit. WEAT just broke out technically. The commodity picture is getting very interesting very fast, full analysis and positioning in today's letterhttps://x.com/Liathetrader/status/20928833623104474300.0055852026-08-27T09:15:17.857128+00:002x.comcommoditiesdiesel75https://pbs.twimg.com/profile_images/2055817046102065152/Z0C2S-g2_normal.jpg2026-08-27T09:15:18.166558+00:0076https://abs.twimg.com/emoji/v2/svg/1f478.svg👸2026-08-27T09:15:18.248191+00:0077https://abs.twimg.com/emoji/v2/svg/1f4b8.svg💸2026-08-27T09:15:18.290736+00:0078https://abs.twimg.com/emoji/v2/svg/1f447.svgDown pointing backhand index2026-08-27T09:15:18.326091+00:00